How big is Persons Agency LLC's plan?

Persons Agency LLC's plan reported $11K in assets and 2 participants for 2025.

Original filing (PDF)20260501220830NAL0001179411001

Persons Agency LLC

Name: Persons Agency LLC — Persons Agency LLC 401(k) Plan, Form 5500 (2025)
Creator: Persons Agency LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Persons Agency LLC 401(k) Plan

401(k) retirement plan · Persons Agency LLC's Persons Agency LLC 401(k) Plan held $11K in plan assets for 2 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$11K

Net assets (EOY)

$11K

Plan identifiers

Persons Agency LLC's EIN is 87-1478528.

EIN 87-1478528

Plan number 001

Plan year 2025

ACK ID 20260501220830NAL0001179411001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Persons Agency LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Persons Agency LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PERSONS AGENCY LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

PERSONS AGENCY LLC

EIN

all filings

Address

209 S 2ND ST · STE 311 · MANKATO, MN · 56001

Phone

(507) 933-4645

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator